Money Talks:
Building a financial plan

Tuesday 6 August 2024 10-11am

When thinking about something as important as your long-term financial security, most of us can’t afford to put a foot wrong. There are lots of variables when it comes to financial planning and it can be hard to see how one action affects another. Some things you might feel confident tackling yourself and other tasks might be best entrusted to the experts.

Join the webinar to debunk the myths of financial advice and demystify the process:

• The financial planning process
  The first consultation and how an adviser gauges your risk profile

• Cashflow planning and modelling
  Understand your financial position in greater detail with cash flow modelling

• How to build a diversified investment portfolio
  Main considerations and how often you should review your plan

Spaces are first come first served so book early to avoid disappointment.

Book your place now

Important information – Our experts will offer invaluable tips and insights to empower your financial planning. They won’t give personal advice. If you’re unsure if a course of action is right for you, please as us for financial advice. Investments can fall as well as rise in value so you could get back less than you invest.